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Investment Strategies
Intelligent Fixed Income
The Intelligent Fixed Income strategy seeks to provide you with a long-term total return while striving to generate meaningful current income. For taxable accounts, Qualified Dividend Income (QDI), which is currently taxed at a more favorable rate for upper tax brackets, is favored. The Intelligent Fixed Income style is for clients seeking a 100% fixed income investment.
Intelligent Fixed Income GOV
The Intelligent Fixed Income GOV strategy seeks to provide current income while maintaining principal value. The strategy invests solely in U.S. Treasuries with maturities no longer than 36 months.
Intelligent Fixed Income IG
The Intelligent Fixed Income IG strategy seeks to provide a long-term total return while striving to generate meaningful current income. The strategy focuses on securities that have at least one investment grade rating (S&P, Moody’s or Fitch). The Intelligent Fixed Income IG strategy is for clients seeking a 100% fixed income investment.
Defensive Growth
The Defensive Growth strategy seeks to provide a combination of long-term capital appreciation and current income. The strategy uses both fixed income and common stock. For taxable accounts, qualified dividend income (QDI), which is currently taxed at a more favorable rate for upper tax brackets, is favored. The Defensive Growth style is for clients seeking both equity and fixed income exposure.
Intelligent Blend
The Intelligent Blend strategy seeks to provide long-term capital appreciation. The strategy invests predominately in common stocks, primarily in U.S.-based companies of all sizes. The strategy has the flexibility to invest across all sectors and market capitalizations, in addition to holding cash or cash equivalents, ETFs, preferred stock and other fixed income securities. The Intelligent Blend strategy is for clients seeking equity exposure.
Strategic Equity
The Strategic Equity strategy seeks to provide long-term capital appreciation. The strategy invests solely in common stocks, primarily in U.S.-based companies. The strategy has the flexibility to invest across all sectors and market capitalizations, in addition to holding cash, cash equivalents and ETFs. The Strategic Equity strategy is for clients seeking a 100% equity investment.
The UIA Investment Strategies at a Glance
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Portfolio Attributes |
Intelligent Fixed Income |
Intelligent Fixed Income GOV |
Intelligent Fixed Income IG |
Defensive Growth |
Intelligent Blend |
Strategic Equity |
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Separately-Managed Account |
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Low Turnover |
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Fixed Income |
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Equities |
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Qualified Dividend Focus |
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Income Generation |
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Capital Appreciation |
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AUM in Strategy |
$189 Million |
$28 Million |
$10 Million |
$154 Million |
$23 Million |
$5 Million |
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Current Yield |
7.2% |
4.7% |
6.8% |
2.6% |
0.8% |
1.8% |
